Episode 020 | Compliance Made Simple: What You Need to Know Before AEP
Let’s be honest… the word compliance can send agents running. But it doesn’t have to be overwhelming.
This week, we’re joined by Maranda Stott, our in-house expert and agent mentor, to break it all down in plain language: what actually matters, what’s often overblown, and how to avoid the most common mistakes during AEP.
From marketing rules you can’t ignore to smart ways to stay audit-ready, this is your no-jargon, no-stress compliance crash course.